Ep Wealth Advisors, LLC Proshares Ultrashort 20+Year T Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Proshares Ultrashort 20+Year T stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,633 shares of TBT stock, worth $149,228. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,633
Previous 5,458 15.12%
Holding current value
$149,228
Previous $183,000 11.48%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$32.0 - $39.06 $26,400 - $32,224
-825 Reduced 15.12%
4,633 $162,000
Q1 2025

May 15, 2025
SELL
$32.51 - $38.65 $2,405 - $2,860
-74 Reduced 1.34%
5,458 $183,000
Q4 2024

Feb 13, 2025
BUY
$29.37 - $36.85 $2,408 - $3,021
82 Added 1.5%
5,532 $202,000
Q3 2023

Nov 22, 2023
BUY
$29.37 - $39.37 $160,066 - $214,566
5,450 New
5,450 $213,000
Q4 2022

Jun 12, 2023
BUY
$27.21 - $38.91 $182,307 - $260,696
6,700 New
6,700 $217,000

Others Institutions Holding TBT

# of Institutions
79
Shares Held
2.2M
Call Options Held
1.37M
Put Options Held
934K
View Full List

About PROSHARES ULTRASHORT 20+YEAR T

TBT Quotes by TradingView
  • Ticker TBT
  • Sector ETFs
  • Industry ETFs
More about TBT
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